See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,359 | $127,386+56.5% | $115,037+73.3% | $125,391+59.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.57% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,733 | $5,166-47.1% | $4,608-40.7% | $4,866-43.8% |
| Participant deferral / active EE | $4,803 | $6,423-25.2% | $6,026-20.3% | $5,352-10.2% |
| Admin fee / account holder | $2,158 | $9,516-77.3% | $8,175-73.6% | $9,540-77.4% |